Maximizing Your Impact: Solutions to Most Commonly Asked Advisor Questions
Fill out the form below to access a guest webinar that Capitaliz President, Jared Johnson, and VP of Sales, Brent Heflin, recently presented to the Exit Planning Institute advisor network.
Discover why Capitaliz stands out from other tool providers and how in conjunction with your knowledge and experience with EPI, you can successfully separate yourself and grow your practice in the exit planning community. Whether you’re just getting started or looking to refine your approach, this presentation is one you won’t want to miss.
Learning Objectives:
1. Differentiate in the Market – Learn key strategies to stand out from competitors and establish a strong and credible brand in the exit planning community.
2. Understand Pricing & Client Engagement Strategies – Gain insights into how to effectively market and price your exit planning services while conveying value to clients.
3. Leverage your CEPA with Capitaliz – Discover the specific features of the Capitaliz platform that can enhance your practice and how to integrate them with any existing systems for optimal success.
Fill out the form to access the recording:
